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Arkadios Wealth Advisors’s Microsoft MSFT Stock Holding History

Arkadios Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.4M Buy
242,396
+4,933
+2% +$2M 1.37% 5
2026
Q1 		$87.9M Buy
237,463
+24,778
+12% +$10.4M 1.43% 4
2025
Q4 		$103M Buy
212,685
+48,608
+30% +$24.4M 1.99% 3
2025
Q3 		$85M Buy
164,077
+21,409
+15% +$10.9M 2.04% 4
2025
Q2 		$71M Buy
142,668
+10,840
+8% +$4.71M 2.09% 3
2025
Q1 		$49.5M Buy
131,828
+43,063
+49% +$17.6M 1.87% 4
2024
Q4 		$37.4M Buy
88,765
+3,590
+4% +$1.53M 2.04% 5
2024
Q3 		$36.7M Buy
85,175
+9,305
+12% +$3.98M 2.08% 5
2024
Q2 		$33.9M Buy
75,870
+6,989
+10% +$2.95M 2.29% 4
2024
Q1 		$29M Buy
68,881
+455
+0.7% +$184K 2.25% 6
2023
Q4 		$25.7M Buy
68,426
+1,119
+2% +$398K 2.18% 5
2023
Q3 		$21.3M Buy
67,307
+13,586
+25% +$4.49M 2.02% 5
2023
Q2 		$18.3M Sell
53,721
-837
-2% -$262K 2.13% 4
2023
Q1 		$15.7M Buy
54,558
+27
+0% +$6.89K 1.87% 3
2022
Q4 		$13.1M Buy
54,531
+2,989
+6% +$717K 1.73% 3
2022
Q3 		$12M Buy
51,542
+5,125
+11% +$1.35M 1.82% 4
2022
Q2 		$11.9M Buy
46,417
+1,320
+3% +$358K 1.77% 3
2022
Q1 		$13.9M Buy
45,097
+1,037
+2% +$312K 1.82% 4
2021
Q4 		$14.8M Buy
44,060
+2,108
+5% +$683K 1.96% 3
2021
Q3 		$11.8M Sell
41,952
-11,325
-21% -$3.3M 1.71% 2
2021
Q2 		$14.4M Buy
53,277
+13,680
+35% +$3.48M 1.76% 2
2021
Q1 		$9.34M Buy
39,597
+3,822
+11% +$887K 1.54% 3
2020
Q4 		$7.96M Buy
35,775
+16,729
+88% +$3.6M 1.67% 4
2020
Q3 		$4.18M Buy
19,046
+766
+4% +$161K 2.1% 7
2020
Q2 		$3.81M Sell
18,280
-1,024
-5% -$186K 2.11% 8
2020
Q1 		$3.04M Buy
19,304
+3,927
+26% +$646K 1.94% 6
2019
Q4 		$2.82M Buy
+15,377
New +$2.26M 1.69% 11

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arkadios Wealth Advisors's MSFT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $2M and bringing the position to 242,396 shares worth $90.4M. The position accounts for 1.37% of the portfolio, ranked #5.

Arkadios Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $103M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arkadios Wealth Advisors held 242,396 shares of Microsoft worth $90.4M as of Q2 2026.
  • Arkadios Wealth Advisors bought 4,933 Microsoft shares in Q2 2026, an estimated $2M.
  • Microsoft made up 1.37% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Arkadios Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Microsoft position peaked at $103M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.